GI
IWV icon

Gradient Investments’s iShares Russell 3000 ETF IWV Stock Holding History

Gradient Investments’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-750
Closed -$232K – 829
2024
Q2 		$232K Sell
750
-13
-2% -$3.88K 0.01% 305
2024
Q1 		$229K Hold
763
– – 0.01% 281
2023
Q4 		$209K Buy
+763
New +$195K 0.01% 330
2019
Q1 		– Sell
-19
Closed -$3K – 927
2018
Q4 		$3K Sell
19
-34
-64% -$5.4K ﹤0.01% 786
2018
Q3 		$8K Sell
53
-48
-48% -$8.13K ﹤0.01% 663
2018
Q2 		$16K Buy
101
+19
+23% +$3.05K ﹤0.01% 524
2018
Q1 		$13K Hold
82
– – ﹤0.01% 578
2017
Q4 		$13K Buy
+82
New +$12.6K ﹤0.01% 549
2017
Q1 		– Sell
-400
Closed -$53K – 797
2016
Q4 		$53K Buy
+400
New +$51.9K ﹤0.01% 262

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return